SWM
TDSE
Selective Wealth Management’s Cabana Target Drawdown 16 ETF TDSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,393
| Closed | -$77K | – | 779 |
|
|
2022
Q3 | $77K | Hold |
3,393
| – | – | 0.03% | 244 |
|
|
2022
Q2 | $77K | Hold |
3,393
| – | – | 0.03% | 257 |
|
|
2022
Q1 | $88K | Hold |
3,393
| – | – | 0.03% | 224 |
|
|
2021
Q4 | $101K | Buy |
3,393
+2,375
| +233% | +$70.7K | 0.04% | 196 |
|
|
2021
Q3 | $29K | Buy |
+1,018
| New | +$29K | 0.02% | 328 |
|